Essentially Wealth Q3 2022
In this summary… Are you retirement confident? Time to revisit your IHT strategy? Your protection policy Sandwich generation JISA to adult ISA transition period Spotlight on the Trust Registration Service Are you an emotional spender? Sentiment and super trends...
August holidays – a taste of what retirement will be like? Not quite!
The images used in retirement marketing often show deck chairs on sunset beaches, golf courses and cruises. It is often portrayed as ‘the longest holiday of your life.’ However, behavioural research continues to challenge that reality: 52% of people surveyed,...
Guide to Retirement
Retirement Choices There has been plenty of coverage in the financial media about retirement freedom and how you can now spend your pension fund as you see fit. However, more freedom and more choices mean you now have more decisions to make. So, do you see this as an...
Essentially Mortgages Q3 2022
In this summary… What’s in store for the property market? Virtual property tours – here to stay? Protection Homeowners spend a third of their income on mortgage Downsizer regrets – they’ve had a few! The price of great education Double figure house...